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Name Holding Trade Value Shares
Change
Change in
Stake
FA
351
Fortis Advisors
Pennsylvania
$25K
MSFP
352
Mark Sheptoff Financial Planning
Connecticut
$25K
OSNBOA
353
Old Second National Bank of Aurora
Illinois
$25K
BBHC
354
Brown Brothers Harriman & Co
New York
$25K +$23.5K +1,540 New
FHB
355
First Hawaiian Bank
Hawaii
$24K +$21.9K +1,440 New
TC
356
Truvestments Capital
Florida
$24K +$22.1K +1,450 New
SSB
357
Sandy Spring Bank
Maryland
$22K +$5.33K +350 +35%
WEC
358
Winslow Evans & Crocker
Massachusetts
$20K -$57K -3,740 -78%
CAL
359
Capital Analysts LLC
Pennsylvania
$20K
NSIM
360
North Star Investment Management
Illinois
$18K -$15.2K -1,000 -48%
RWA
361
Ropes Wealth Advisors
Massachusetts
$17K
CAC
362
Certified Advisory Corp
Florida
$17K +$7.92K +520 +104%
ADL
363
Asset Dedication LLC
California
$16K
BFC
364
Bedel Financial Consulting
Indiana
$16K
CCMW
365
Cypress Capital Management (Wyoming)
Wyoming
$16K
TCOV
366
Trust Company of Vermont
Vermont
$16K
First Manhattan
367
First Manhattan
New York
$16K +$15.2K +1,000 New
TFA
368
Toth Financial Advisory
Virginia
$16K +$15.2K +1,000 New
S
369
SignatureFD
Georgia
$14K
GEA
370
Glen Eagle Advisors
New Jersey
$13.2K
CFD
371
Creative Financial Designs
Indiana
$12K -$15.2K -1,000 -59%
SWP
372
Strategic Wealth Partners
Ohio
$12K
CWSR
373
Chessman Wealth Strategies RIA
Texas
$12K +$11.6K +760 New
CBOA
374
Commonwealth Bank of Australia
Australia
$11K
VIA
375
Vantage Investment Advisors
Pennsylvania
$10K +$9.14K +600 New